National Planning Corporation’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-15,955
| Closed | -$40K | – | 741 |
|
|
2016
Q3 | $40K | Sell |
15,955
-2,500
| -14% | -$6.27K | ﹤0.01% | 646 |
|
|
2016
Q2 | $0 | Hold |
18,455
| – | – | ﹤0.01% | 695 |
|
|
2016
Q1 | $0 | Sell |
18,455
-3,955
| -18% | – | ﹤0.01% | 772 |
|
|
2015
Q4 | $159K | Buy |
22,410
+11,160
| +99% | +$79.2K | 0.01% | 665 |
|
|
2015
Q3 | $193K | Hold |
11,250
| – | – | 0.02% | 568 |
|
|
2015
Q2 | $202K | Hold |
11,250
| – | – | 0.02% | 580 |
|
|
2015
Q1 | $196K | Sell |
11,250
-1,550
| -12% | -$27K | 0.02% | 595 |
|
|
2014
Q4 | $220K | Buy |
12,800
+1,550
| +14% | +$26.6K | 0.02% | 632 |
|
|
2014
Q3 | $224K | Buy |
+11,250
| New | +$224K | 0.02% | 637 |
|